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Title: Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein ISBN: 1-57660-123-4 Publisher: Bloomberg Pr Pub. Date: October, 2002 Format: Paperback Volumes: 1 List Price(USD): $50.00 |
Average Customer Rating: 5 (4 reviews)
Rating: 5
Summary: Get This Book!
Comment: Are you stuck in the rut of working more and enjoying it less? Have you found your profits dropping while overhead skyrockets? Looking for a way to live your life the way you want to live? If so, buy this book today. In today's difficult investment climate many of us financial advisors have been trapped into doing more service duties, administrative functions and are making less. The authors are living our dream of enjoying the lifestyle we deserve. They show and demonstrate step-by-step complete with specific recommendations of software, hardware and technologies to improve your practice and help you make more money. This well written and extremely interesting book will give you hope and vision to make changes in your practice to enhance your quality of life. I bought this book because I am planning to spend more time in my condo in Colorado and needed ideas on how to do it. The authors delivered exactly what I need to know. As an extra bonus, Joel has been terrific about responding to my questions and emails. Thanks gentlemen; when's the next book coming out?
Rating: 5
Summary: An Excellent Resource
Comment: This book is an excellent resource for anyone starting up a financial planning office or seeking to make an existing office run more smoothly and efficiently. A survey of current systems, processes and technology to save a planner time and money. Dave and Joel know what they're talking about.
Rating: 5
Summary: A Plethora of New Ideas......
Comment: This book is the cornucopia of ways to help you streamline your practice and make it more efficient. While it contains some excellent reviews of products, its value is in showing you how with a few pieces of software and equipment your practice can operate more smoothly and that you will have more time to do what you want or need to do as opposed to worrying about filing papers and other mundane tasks.
Be forewarned though, you will need to spend time executing... the best things in life do require some effort!
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Title: Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660084X Publisher: Bloomberg Pr Pub. Date: August, 2001 List Price(USD): $60.00 |
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Title: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660070X Publisher: Bloomberg Pr Pub. Date: 15 September, 1999 List Price(USD): $55.00 |
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Title: Storyselling for Financial Advisors : How Top Producers Sell by Mitch Anthony, Scott West ISBN: 0793136644 Publisher: Dearborn Trade Publishing Pub. Date: 12 January, 2000 List Price(USD): $30.00 |
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Title: In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners by Mary Rowland ISBN: 1576601250 Publisher: Bloomberg Pr Pub. Date: December, 2003 List Price(USD): $50.00 |
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Title: Effort-Less Marketing for Financial Advisors by Steve Moeller ISBN: 0967205905 Publisher: American Business Visions Pub. Date: 08 October, 1999 List Price(USD): $44.95 |
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